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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
Corporate platforms — large incorporated asset managers and groups, not typical local adviser teams.
11,375 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| WESTCHESTER CAPITAL MANAGEMENT, LLC CRD 155686 | Valhalla, NY | Corporate platform LLC | $2.88B | 6 advisors | Percentage of AUM | View | |
| GLADIUS CAPITAL MANAGEMENT LP CRD 152023 | Park City, UT | Corporate platform LP | $2.88B | 6 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| MELQART ASSET MANAGEMENT (UK) LTD CRD 287888 | London | Corporate platform Other (specify) | $2.87B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| CAPSTONE FINANCIAL ADVISORS INC CRD 109341 | Downers Grove, IL | Corporate platform Corporation | $2.87B | 25 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| HOLLENCREST CAPITAL MANAGEMENT CRD 46217 | Newport Beach, CA | Corporate platform LLC | $2.87B | 19 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| MEEDER ADVISORY SERVICES, INC. CRD 106814 | Dublin, OH | Corporate platform Corporation | $2.86B | 54 advisors | Percentage of AUM; Fixed fees | View | |
| PARK WEST ASSET MANAGEMENT LLC CRD 157660 | San Francisco, CA | Corporate platform LLC | $2.86B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| COOPER MCMANUS CRD 111458 | Irvine, CA | Corporate platform Corporation | $2.85B | 50 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INVESTMENT CONSULTING GROUP INC CRD 106967 | Davenport, IA | Corporate platform Corporation | $2.84B | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEY FINANCIAL, INC. CRD 116240 | West Chester, PA | Corporate platform Corporation | $2.84B | 10 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C. CRD 114922 | Boston, MA | Corporate platform LLC | $2.84B | 0 total employees | Percentage of AUM; Fixed fees | View | |
| WEST FINANCIAL SERVICES, INC. CRD 137497 | Mclean, VA | Corporate platform Corporation | $2.84B | 22 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BRICK CAPITAL MANAGEMENT INC CRD 107600 | East Lansing, MI | Corporate platform Corporation | $2.84B | 1 advisors | Fixed fees | View | |
| MANCHESTER CAPITAL MANAGEMENT LLC CRD 110003 | Manchester, VT | Corporate platform LLC | $2.83B | 14 advisors | Percentage of AUM; Fixed fees | View | |
| ARDMORE ROAD ASSET MANAGEMENT LP CRD 311471 | Westport, CT | Corporate platform LP | $2.83B | 13 advisors | Percentage of AUM; Performance-based fees | View | |
| FRAGASSO FINANCIAL ADVISORS CRD 123255 | Sewickley, PA | Corporate platform Corporation | $2.83B | 28 advisors | Percentage of AUM; Fixed fees | View | |
| PAMPLONA CAPITAL MANAGEMENT LLC CRD 160860 | New York, NY | Corporate platform LLC | $2.83B | 5 advisors | Percentage of AUM; DISCLOSED IN SCHEDULE D - MISCELLANEOUS | View | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. CRD 138032 | New York, NY | Corporate platform LLC | $2.83B | 9 advisors | Percentage of AUM; Performance-based fees | View | |
| NEWMARKET INVESTMENT MANAGEMENT, LP CRD 308098 | Philadelphia, PA | Corporate platform LP | $2.82B | 16 advisors | Percentage of AUM; Performance-based fees | View | |
| KAUFMAN HALL INVESTMENT MANAGEMENT CRD 328876 | Brentwood, TN | Corporate platform LLC | $2.82B | 7 advisors | Percentage of AUM; Fixed fees | View | |
| KAWA CAPITAL MANAGEMENT, INC. CRD 157780 | Hallandale Beach, FL | Corporate platform Corporation | $2.82B | 23 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BOWIE CAPITAL MANAGEMENT, LLC CRD 171023 | Richardson, TX | Corporate platform LLC | $2.81B | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| STRATEGIC FINANCIAL SERVICES CRD 109677 | Utica, NY | Corporate platform Corporation | $2.81B | 26 advisors | Percentage of AUM; Fixed fees | View | |
| WESTERN ASSET MANAGEMENT COMPANY PTE LTD CRD 142188 | Singapore | Corporate platform Corporation | $2.80B | 5 advisors | Percentage of AUM; Performance-based fees | View |